Career history of John Edward Montgomery
Former positions of John Edward Montgomery
| Companies | Position | Start | End |
|---|---|---|---|
Capital Fiduciary Advisors LLC
 Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Chief Investment Officer | 2014-01-31 | 2017-05-31 |
Potomac Asset Management Co., Inc.
 Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Investment Committee Member | - | 1999-05-30 |
| Corporate Officer/Principal | - | 1999-05-30 | |
Montgomery Brothers, Inc.
 Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Analyst-Equity | 1999-05-31 | 2009-12-07 |
| Chief Investment Officer | 1999-05-31 | - | |
| Founder | 2009-10-07 | - | |
| Portfolio Manager-Equities | 1999-05-31 | - | |
| Portfolio Manager-Fixed Income | 1999-05-31 | - | |
| Corporate Officer/Principal | 1999-05-31 | 2010-04-18 | |
| President | 2011-05-25 | - |
Training of John Edward Montgomery
| Georgetown University | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Chief Investment Officer | 2 |
| Corporate Officer/Principal | 2 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Montgomery Brothers, Inc.
Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Finance |
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Finance |
Capital Fiduciary Advisors LLC
Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Finance |
